All articles

Infini-QE: helicopter money
April 2019: Central bank policies have favoured the ‘haves’ and the ‘have yachts’. Quantitative easing in the next crisis might look very different
Corporate governance in Japan
2018 saw both another major corporate governance scandal and the revision of the corporate governance code in Japan. We discuss the areas in which significant change has been achieved, and those in which there is still more work to be done.
Investment Review
April 2019: ‘Timing is everything’ runs the investment cliché – actually it’s not: being right is better. In any event, spare a thought for the writer of this investment review who has been told that it must be in final form by 27 March.
Investor Chronicle podcast with Duncan MacInnes
Duncan MacInnes, co-manager of the investment trust, explains how they seek to mitigate downside and how they are protecting against the downside risks they are most concerned about at the moment.
Safe as houses?
March 2019: Over almost 30 years UK house price gains have outperformed the best of British businesses. What next?
Book review – Disrupted
Candy walls and the cult of a company.
Natural capital: why investors should care 
For investors, natural capital is no longer purely an environmental concern. It is also a financial one that should not be ignored. Changes to our natural capital will affect entire sectors bringing investors both opportunities and risks. A deep understanding of these issues will leave investors well place to make good investment decisions.
On starlings and casinos
Prospect theory, complex systems research and the work of two physicists can help investors make better decisions.
Behind the illusion of stability
The epicentre of risk in the financial system has moved.
A new world disorder?
World order encompasses everything: it is a neglected driver of long-term returns. What might today’s tectonic shifts mean for investors?
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